See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 8-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,205 | $78,926-28.8% | $136,749-58.9% | $84,808-33.7% |
| Participation rate | 73.6% | 62.2%+11.4pp | 72.1%+1.4pp | 68.3%+5.3pp |
| Annual return | 14.87% | 18.17%-3.3pp | 24.33%-9.5pp | 40.90%-26.0pp |
| Employer contribution / active EE | $5,211 | $2,134+144.2% | $3,400+53.3% | $2,631+98.1% |
| Participant deferral / active EE | $5,094 | $3,168+60.8% | $4,692+8.6% | $4,212+21.0% |
| Admin fee / account holder | $2,721 | $6,369-57.3% | $11,386-76.1% | $7,344-63.0% |